Financial Planning Explained

Financial Planning is not just about retirement planning.

Whatever stage of life you’re at, financial decision you need to make or goal you’re trying to achieve, the team at Everalls Wealth Management can help make sure you’re on the right track.

Financial planning is all about you and your goals. The plans you have. What you want and what you need.

10 reasons you should come to see us at Everalls Wealth Management

  1. We are licensed by a boutique licensee with NO in-house products/investments.
  2. We do not receive any commission from investment product providers.
  3. We are a fee-for-service and advice firm.
  4. We deliver on agreed goals based and result driven plans.
  5. We are holistic and comprehensive in our approach to wealth, taking into consideration your individual goals, values and lifestyle choices.
  6. We work with a ‘whole of market’ access approach working across Industry funds, Retail Funds and SMSF’s.
  7. We are backed up by the considerable experience of the DFK Everalls team, providing you with a sophisticated offering including tax considerations.
  8. Our team has combined experience in the wealth management space in excess of 50 years. We have guided many clients through bull and bear markets.
  9. We will help you make ethical decisions around your investments, including advice on sustainability focussed investment funds and firms.
  10. We currently work with and are trusted by some of the most successful business owners and professionals in the ACT.